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UBS Lifts AMD Target to $730 on AI Day Server CPU Surge

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The Story

News Summary

  • UBS raised AMD's price target to $730 after AI Day revealed strong server CPU margins, a $220B 2030 market forecast, and gigawatt-scale deals with OpenAI, Meta, Anthropic.
  • Q2 earnings on Aug.
  • 4 is next checkpoint.
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AMD price history

505.98 +136.17% over the displayed period

Advisor Snapshot

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